See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,021 | $78,672-36.4% | $109,143-54.2% | $85,850-41.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.56% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,871 | $2,735+5.0% | $3,722-22.9% | $2,565+11.9% |
| Participant deferral / active EE | $8,055 | $3,467+132.3% | $4,653+73.1% | $3,952+103.8% |
| Admin fee / account holder | $2,126 | $5,469-61.1% | $6,752-68.5% | $6,260-66.0% |